דרושים Executive Director ב-United States, Florida, West Palm Beach

Description:

As an Executive Administrative Assistant within Commercial Banking, you will manage busy calendars, travel, plan and assist with local events and projects for the business. You will tap into your thought leadership to manage priorities, ensure efficient use of executives’ time, and collaborate closely with colleagues to ensure robust on-site support and backup coverage. You will also work with key stakeholders in the business, partner with various teams. to complete projects.

Job Responsibilities:

• Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
• Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
• Support the physical site support demands required including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times
• Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
• Maintain confidential data, enforce internal controls, and comply with policies and procedures
• Support Salesforce or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards

Required qualifications, capabilities and skills:

• 3+ years of administrative support experience with background in a client facing sales and financial services environment
• Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
• Effective travel planning skills and knowledge
• Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented
• Effective interpersonal skills and excellent communication - confident, organized, and clear
• Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies
• Project and event management experience
• Service oriented and able to greet clients, distribute packages, restock pantry items, and other floor duties as required.
• Strong knowledge of invoice payment processing and/or Sponsorship and Donation processes
• Commitment to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem-solving skills
• Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed

As a Relationship Executive within the Middle Market Banking team, your role is to act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.

Job Responsibilities

• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
• Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling

Required Qualifications, Capabilities and Skills

• Seven plus years direct lending or credit support related experience, with a focus on business relationships
• Understanding of Commercial Banking products and services
• Knowledge of the local market
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
• Sales management and business development skills
• FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Excellent verbal, written and listening communication skills
• Strong creative solution and problem solving abilities
• Proficiency in building and maintaining positive client relationships